Training Center

Recorded webinars are available 24/7/365 so you can skill-up for your campaigns on your own timeframe. Each session pairs a video walkthrough with a printable crib sheet, and some include downloadable templates.

Activities

Auctions

Full walkthrough of auction setup: auction properties, bid start and end dates, the billing date for winning bids, auction items, and the autoresponders that notify outbid bidders.

  • Video — DonorPoint Training - Auctions (YouTube, 58 minutes)
  • Crib sheet — DonorPoint Crib Sheet Auctions (PDF, 8 pages)
  • Template — Silent Auction Template with Categories (spreadsheet)
  • Recorded 2023-07-13

Written documentation: Auctions

Scholastic Raffle Refresher

Raffle setup for school campaigns: raffle ticket items and multi-ticket pricing, item restrictions for launch and close dates, segments for assigning online sales to student sellers, ticket-stub merge documents, and seller autoresponders.

  • Video — DonorPoint Scholastic Raffle Refresher (YouTube, 46 minutes)
  • Crib sheet — Scholastic Raffle Refresher CRIB SHEET (PDF, 3 pages)
  • Recorded 2023-07-27

Written documentation: Raffles

Reporting

Self-Serve Reporting

Building and running your own reports: choosing a data set, selecting columns, filtering, and saving report definitions for reuse.

  • Video — DonorPoint Self-Serve Reporting (YouTube, 31 minutes)
  • Crib sheet — DonorPoint Crib Sheet Self-serve Reports (PDF, 8 pages)
  • Recorded 2023-07-20

Written documentation: Building Reports · Data Sets

Recordings reflect the platform as of their recording date; where a recording and the written documentation disagree, the written documentation is current. All sessions are published on the DonorPoint YouTube channel.